Regions Bank Trust Advisor - Coral Gables, FL in Miami, Florida
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
At Regions, the Private Wealth Management Trust Specialist is responsible for the client administration and acquisition of a small group of Personal Trust and Estate Plan accounts. Administration responsibilities include client meetings and compliance review of plan accounts. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations.
Develop and retain trust and investment management clients
Manage the set-up, implementation and administration of trusts and estates
Keep abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
Ensure that account administration is in compliance with fiduciary principles
Coordinate client service activities with other wealth management partners
Provide guidance for the development and on-going maintenance of investment allocations, goals and objectives
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
This position is incentive eligible.
Some knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
Strong presentation and sales skills
Excellent oral, written and organizational skills
Good analytical and problem solving skills, including attention to detail
Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.
Bachelors degree or equivalent experience
At least one (1) year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.